Migrating your portfolio

Portfolio migration is easy at Morgans. Make an appointment to see one of our advisers, bring a copy of your current portfolio (if Chess Sponsored) or a copy of your holding statements (if Issuer Sponsored) and we will do the rest.

Migrating your portfolio will enable your adviser to more easily assist you in future administration and buying and selling of shares.

Contact us

We pride ourselves on providing client-focused advice based on thorough research, comprehensive company knowledge and many years experience in the Australian sharemarket. Contact us to find out more.